SIMC

Squire Investment Management Company Portfolio holdings

AUM $307M
1-Year Est. Return 11.77%
This Quarter Est. Return
1 Year Est. Return
+11.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$3.21M
3
+$1.7M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.49M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.4M

Top Sells

1
+$411K
2
+$185K
3
+$144K
4
NVDA icon
NVIDIA
NVDA
+$72.5K
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$66.6K

Sector Composition

1 Technology 0.88%
2 Consumer Staples 0.45%
3 Financials 0.24%
4 Consumer Discretionary 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$269K 0.15%
4,407
52
$251K 0.14%
12,000
53
$237K 0.13%
13,729
54
$237K 0.13%
+473
55
$26.2K 0.01%
10,911
1 2
3